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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,017 | $81,504-88.9% | $102,437-91.2% | $80,959-88.9% |
| Participation rate | 91.3% | 66.9%+24.5pp | 74.5%+16.8pp | 67.7%+23.6pp |
| Annual return | 9.46% | 25.60%-16.1pp | 24.95%-15.5pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,064 | $3,104-65.7% | $3,871-72.5% | $2,757-61.4% |
| Participant deferral / active EE | $3,413 | $3,871-11.8% | $5,060-32.6% | $4,300-20.6% |
| Admin fee / account holder | $1,138 | $6,719-83.1% | $8,388-86.4% | $6,925-83.6% |